WWP

WR Wealth Planners Portfolio holdings

AUM $311M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.55M
3
+$1.12M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$924K

Top Sells

1
+$1.17M
2
+$381K
3
+$298K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$285K
5
AMD icon
Advanced Micro Devices
AMD
+$272K

Sector Composition

1 Technology 9.89%
2 Industrials 4.66%
3 Financials 3.85%
4 Healthcare 3.85%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$156 ﹤0.01%
21
877
$146 ﹤0.01%
7
-13
878
$138 ﹤0.01%
60
879
$137 ﹤0.01%
2
880
$126 ﹤0.01%
10
-20
881
$120 ﹤0.01%
4
882
$114 ﹤0.01%
15
883
$105 ﹤0.01%
866
884
$100 ﹤0.01%
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-100
885
$95 ﹤0.01%
11
886
$92 ﹤0.01%
55
887
$77 ﹤0.01%
+100
888
$61 ﹤0.01%
6
889
$60 ﹤0.01%
46
890
$58 ﹤0.01%
5
891
$50 ﹤0.01%
5
892
$41 ﹤0.01%
2
893
$39 ﹤0.01%
3
894
$20 ﹤0.01%
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895
$18 ﹤0.01%
1
896
$18 ﹤0.01%
101
-366
897
$17 ﹤0.01%
1
898
$12 ﹤0.01%
20
899
– –
0
900
– –
0
34 35
36
37 38